PORTIA CAPITAL MANAGEMENT
Fort Worth, TX
AUM
$65.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
619-481-0379
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
94 advisers found
HOLLAND INVESTMENT MANAGEMENT, INC.
Fort Worth, TX
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
817-698-9800
BAYNES INVESTMENT COUNSEL LLC
Fort Worth, TX
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
214-471-0376
NEW CENTURY PARTNERS-THE NO-LOAD GROUP, INC.
Fort Worth, TX
AUM
$59.0M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
817-238-6300
PHILLIPS RAY CAPITAL MANAGEMENT, INC.
Fort Worth, TX
AUM
$57.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
817-338-4223
CF FINANCIAL
Fort Worth, TX
AUM
$53.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
817-435-8710
GOOD LIFE PRIVATE WEALTH, LLC
Fort Worth, TX
AUM
$44.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
405-757-0210
TRS ADVISORS, LLC
Fort Worth, TX
AUM
$42.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
817-569-7600
INTEGRITY FINANCIAL GROUP
Fort Worth, TX
AUM
$33.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
817-484-4814
WILLIAMS FINANCIAL PLANNING, INC.
Fort Worth, TX
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
817-381-9371
IMPACT WEALTH GROUP
Fort Worth, TX
AUM
$12.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(682) 382-3931
STADTLER CAPITAL MANAGEMENT, LLC
Fort Worth, TX
AUM
$6.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
817.984.4600
ESTES FINANCIAL SERVICES, INC.
Fort Worth, TX
AUM
$4.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(817) 444-8402
WAYMAKER FINANCIAL PLANNING
Fort Worth, TX
AUM
$3.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
817 935 0825
PREMIER WEALTH MANAGEMENT, LLC
Fort Worth, TX
AUM
$2.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
817-737-6818
CUMBIE ADVISORY SERVICES, INC
Fort Worth, TX
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
817-335-1181